Menu Close

Stress Free Financial Planning

Stress Free Financial Planning

Find out what matters to you
Agree a comfortable plan
Choose solutions that work

Made to measure financial decisions

Think Ahead

Think Ahead

Organise Your Affairs

 

Begin by deciding in broad terms why and how you want to save and invest.

Be Comfortable

 

Obtain a good understanding of your overall objectives and relax knowing they're achievable.

Aim For Simplicity

 

Choose high quality solutions which work by being stable.

Investment Advice

Investment Advice

Review your investment options
Ask us to help you choose
Regularly review performance

What Our Clients Say

What Our Clients Say

My relationship with Lester commenced in 2006 when I consulted with him on how to reduce Inheritance Tax on my Estate.   The initial phase of advice concluded about 6 months later and I then asked Lester to look at my investment portfolio and make some recommendations.  Since then we have met regularly and our relationship has deepened.

G.D. - Hertfordshire

Lester has looked after the financial affairs of my father since 2004.  When in 2018, I needed advice on a whole range of matters including consolidating various pension investments, I could think of no one better to trust than Lester.

P.D. - Surrey

Your straightforward approach gives me confidence you will be on my side when making recommendations to me.

J.B. - Hampshire

Having advised me for years prior, Lester guided me on how I should request my employer to finance my retirement and in the process helped save me in excess of £20,000 in needless tax.

J.D. - Oxfordshire

Estate Planning

Estate Planning

Assess the range of possible schemes
Recognise the advantage of working via us with legal professionals
Be open-minded

Choose a Manager

Ask us to show you how we choose which investment manager is likely to be most suitable for your needs.

Analyse Differences

Request us to show you our powerful investment analytics tools to help you decide.

Regularly Review

Decide the period of your investment reviews, and we will act accordingly.

Taxation

Taxation

Target reduced lifetime taxes
Decide on stable methods
Strike a balance between your lifestyle and tax reduction